Admin

The Admin portal is for the subscription owner to manage the resources in their subscription. This is where you manage Workspaces, Users and Organisations.

Admin Overview
The Admin screen is where a Subscription Owner or Subscription Co-Owner can manage Workspaces, Users and Organisations attached to your subscription. In thi...
Tue, 12 May, 2020 at 6:06 AM
Add a Workspace
A workspace is a container where you can logically group your organisations and users. Each workspace has a separate set of data and users that can access i...
Wed, 27 May, 2020 at 4:55 PM
Add a MYOB AccountRight Organisation
This help note will show you how to add a MYOB AccountRight online organisation to your workspace. MYOB AccountRight Local and Network libraries files a...
Tue, 21 Jul, 2020 at 11:42 AM
Add a Xero Organisation
This help note will show you how to add a Xero organisation to your workspace.  For instructions on syncing an existing organisation please see t...
Tue, 12 May, 2020 at 6:06 AM
Add a QuickBooks Online Organisation
This help note will show you how to add a QuickBooks Online organisation to your workspace.  For instructions on synching an existing organisation p...
Tue, 12 May, 2020 at 6:06 AM
Add a Manually Created Organisation
There are many benefits to linking Calxa directly to your accounting system and this would be the preferred method if you use one of our supported integrati...
Fri, 31 Jul, 2020 at 9:09 AM
Invite a User
Only Calxa subscription owners and co-owners can invite users to access their subscription. Once a user is invited the owner or co-owner can then set tha...
Tue, 12 May, 2020 at 6:06 AM
Set User Permissions
Calxa subscription owners and co-owners alone can invite users to access their subscription. Once a user is invited the owner or co-owner can then s...
Wed, 13 May, 2020 at 3:04 PM
Delete a User
Calxa subscription owners and co-owners alone can invite users to access their subscription, set their user permissions and delete users. This help note w...
Tue, 12 May, 2020 at 1:47 PM
Add a MYOB Essentials Organisation
This help note will show you how to add a MYOB Essentials organisation to your workspace.  For instructions on syncing an existing organisation pl...
Wed, 20 May, 2020 at 12:57 PM